Simple Steps for a Retirement Portfolio

Start from zero and build a first retirement portfolio you actually understand — what to own, why, and how to leave it alone.

Lessons

1. Foundations

   1. 01Why Investing Beats Saving
   2. 02How Markets Work
   3. 03The Five Simple Rules of Investing

2. Step 1: Set a Goal

   1. 04Goals, Risk Tolerance, and Your Investing Style

3. Step 2: Choose Your Accounts

   1. 05Account Types: Where Your Money Lives
   2. 06Roth vs. Traditional: Tax Break Now or Later

4. Step 3: Allocate Your Portfolio

   1. 07Asset Allocation and Diversification
   2. 08Funds, and Allocating for Your Life Stage

5. Step 4: Choose Investments

   1. 09Choosing Your Index Funds

6. Step 5: Manage Your Portfolio

   1. 10Contributing, Rebalancing, and Investing Rationally